Official channels, company owned
Connections use official provider accounts with credentials stored securely on the server side, never exposed to staff devices or the browser.
WhatsApp sales CRM
A WhatsApp sales CRM the company actually controls
Customer conversations on personal phones leave with the employee. Salforce AI keeps official WhatsApp Business, email, web chat and call activity on the customer record, under company ownership.
Templates and event-driven messaging
Branded templates cover order confirmations, payment reminders, promise follow-ups, visit confirmations and escalation notices, sent from real business events.
Delivery visibility and audit
Every message keeps its status, delivery log and retry history, and conversations stay attached to the customer timeline for handover continuity.
Frequently asked questions
Do we need our own WhatsApp Business account?
Yes. Official messaging requires an approved WhatsApp Business account and provider credentials for your company.
Is customer consent handled?
Consent and channel preference are recorded on the customer record and respected by automated messaging.